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1,743 hedge funds and large institutions have $86.8B invested in Zoetis in 2023 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 660 increasing their positions, 629 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 222 | Existing positions closed: 79

72% more call options, than puts

Call options by funds: $284M | Put options by funds: $165M

18% more capital invested

Capital invested by funds: $73.7B → $86.8B (+$13.2B)

7% more funds holding

Funds holding: 1,6291,743 (+114)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

4.17% more ownership

Funds ownership: 91.72%95.88% (+4.2%)

5% more repeat investments, than reductions

Existing positions increased: 660 | Existing positions reduced: 629

Holders
1,743
Holders Change
+114
Holders Change %
+7%
% of All Funds
25.41%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.47%
New
222
Increased
660
Reduced
629
Closed
79
Calls
$284M
Puts
$165M
Net Calls
+$119M
Net Calls Change
+$132M
Name Holding Trade Value Shares
Change
Change in
Stake
JAG
1301
Journey Advisory Group
Kentucky
$322K +$289K +1,631 New
EWA
1302
EverSource Wealth Advisors
Alabama
$322K +$14.3K +81 +5%
TRIA
1303
Trail Ridge Investment Advisors
Colorado
$321K
Koshinski Asset Management
1304
Koshinski Asset Management
Illinois
$319K +$286K +1,617 New
EWM
1305
Endowment Wealth Management
Wisconsin
$318K -$1.24K -7 -0.4%
JWCA
1306
J.W. Coons Advisors
Ohio
$316K
SCM
1307
Stevens Capital Management
Pennsylvania
$316K -$674K -3,805 -70%
CLOS
1308
Compagnie Lombard Odier SCmA
Switzerland
$316K +$283K +1,600 New
AC
1309
Allstate Corporation
Illinois
$315K -$94.7K -535 -25%
GA
1310
Geller Advisors
New York
$313K -$5.49K -31 -2%
SWM
1311
Stockman Wealth Management
Montana
$313K
WIC
1312
Woodmont Investment Counsel
Tennessee
$312K +$45.3K +256 +19%
FMTC
1313
Farmers & Merchants Trust Company
California
$311K +$47.8K +270 +21%
HAIM
1314
Hunter Associates Investment Management
Pennsylvania
$311K
CBFP
1315
Cedar Brook Financial Partners
Ohio
$310K -$48K -271 -15%
TA
1316
TrueWealth Advisors
Alabama
$310K +$40.9K +231 +17%
SG
1317
StoneX Group
New York
$309K -$24.8K -140 -8%
BHA
1318
Beech Hill Advisors
New York
$309K
FFA
1319
Founders Financial Alliance
North Carolina
$308K +$13.8K +78 +5%
BFO
1320
Biltmore Family Office
North Carolina
$308K
EAMA
1321
EFG Asset Management (Americas)
Florida
$308K -$69.4K -392 -20%
SCA
1322
Sandy Cove Advisors
Massachusetts
$307K +$59.5K +336 +28%
AIM
1323
Anchor Investment Management
South Carolina
$307K +$4.25K +24 +2%
SC
1324
Sapient Capital
Indiana
$305K +$274K +1,547 New
MWM
1325
Meridian Wealth Management
Kentucky
$304K +$42.3K +239 +18%

ZTS Hedge Fund Activity: Q4 2023 in Review

1,743 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q4 2023, worth a combined $86.8B — up 18% from $73.7B a quarter earlier.

Buyers outnumbered sellers: 222 funds opened new ZTS positions and 79 closed out — a net gain of 143 holders — while 660 added to existing stakes and 629 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.19B. The largest seller was Wellington Management Group, cutting an estimated $589M.

  • 1,743 institutional investors held Zoetis (ZTS) as of Q4 2023, up from 1,629 in Q3 2023.
  • Funds reported $86.8B of Zoetis stock for Q4 2023, up 18% quarter-over-quarter.
  • 222 funds opened new Zoetis positions in Q4 2023 and 79 closed out, a net change of +143 holders.
  • The largest Zoetis buyer in Q4 2023 was Morgan Stanley, an estimated $2.19B added.
  • The largest Zoetis seller in Q4 2023 was Wellington Management Group, an estimated $589M sold.

Based on aggregated 13F filings for Q4 2023.